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There is a cheat sheet attached to this page as a quick view of creating a review in the process.

Table of Contents

The entire process of creating and assigning and testing a review best goes through the following 7 stages:

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Dashboard > Ribbon Menu > Admin > Reviews > Review Stage Setup > Edit only if absolutely necessary

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This page is better left untouched unless you know what you're doing!

Step Four: Create a Committee (Optional)

Dashboard > Ribbon Menu > Admin > Reviews > Manage Committees > Create new or modify an existing one

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It is not necessary, but best practice to create a committee and add reviewers that way. Here reviewers can be added or removed. It also indicates if there are other committees that the reviewer is part of.

Step Five: Create Reviews

Search for Requests > Choose Requests > Actions > Assign Reviewers > Select Stage > Select Committee (or specific reviewers one by one) > Select Stage > Select Committee

This stage is self explanatory.

Step Six: Check to make sure it looks good

Dashboard > Ribbon Menu > Launch > Reviewer Portal 

It is a great idea to create some tests and login to Reviewer Portal to make sure it looks alright.

Step Seven: Clean up Test Reviews

Full Search > Reviews > Add Filter > Choose Stage and Reviewer > Search > Select All > Actions > Delete

Also important to cleanup the test reviews.